Expression of Interest - Client Service Associate, Wealth Management

Morgan Stanley

Posting Date

Nov 6, 2022

Primary Location

Non-Japan Asia-Australia-Queensland-Brisbane

Other Locations

Non-Japan Asia-Australia-Western Australia-Perth, Non-Japan Asia-Australia-Victoria-Melbourne


Wealth Management Full Time Associate


Adelaide, Brisbane, Melbourne, Perth, Sydney

Are you focused on enhancing client experience and thrive in a dynamic and time critical environment?

We are interested in speaking with candidates for potential future Client Service Associate (CSA) positions within our Wealth Management division. You will work closely as a team to assist with the safeguarding of client assets and provide administrative and operational support to Financial Advisers. 

This multi-faceted role requires demonstrated knowledge of financial markets and/ or financial planning principles. Additionally, you will keep up to date with firm policies, procedures and regulatory requirements. In this time critical environment, you should demonstrate a high attention to detail, prioritize work accordingly and work well under pressure. 

About The Wealth Management Division

Morgan Stanley Wealth Management Australia provides full brokerage services to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

We are a firm of choice for Australia’s successful financial advisers. Our Australian Wealth Management business had 24 advisers listed in Barron's Top 100 Australian Financial Advisers list for 2022, securing the most rankings of any financial institution in the country. Attracting outstanding talent is core to delivering optimal outcomes for our clients and we invest significantly in achieving that goal. 

About Morgan Stanley

Morgan Stanley is a leading global services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Equal Opportunity Statement

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential.

Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents

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Confirmed 14 hours ago. Posted 18 days ago.

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